Integration
Deltek Ajera + ProLens
Connect Deltek Ajera and ProLens turns your project accounting into a modern dashboard with AI insights, AR collection intelligence, and free client portals.
What lights up
What ProLens does with your Deltek Ajera data.
AR Aging + Invoices
Your Deltek Ajera invoice and AR data feeds the aging buckets, payment velocity trends, and AI collections narrative.
Revenue Pulse (AI)
Deltek Ajera's financial data feeds the AI daily briefing on pacing, risks, and opportunities.
Project Profitability
Phase-level margin, burn, and anomaly detection on top of Deltek Ajera's project data.
Team Utilization
Billable vs total hours by person and discipline, computed from Deltek Ajera timesheets.
Budget Health
Budget vs actual with burn-rate trajectory and AI alerts, driven by Deltek Ajera project budgets.
Revenue Trend
12-month stacked-bar view of paid/unpaid/overdue revenue from Deltek Ajera.
Timesheet Compliance
Submission tracking, missing hours with dollar impact, and chronic-late alerts from Deltek Ajera time data.
Who's Out
Day-by-day absence view with capacity impact, drawn from Deltek Ajera time-off and booking data.
Client Activity
Hours and revenue by client with dormancy detection, computed from Deltek Ajera project data.
Milestones
Upcoming deadlines within 30/60/90 days, pulled from Deltek Ajera project milestones.
Resource Forecast
Capacity by discipline for the next 30/60/90 days with pipeline demand overlay, driven by Deltek Ajera resource plans.
Client Satisfaction
Powered by ProLens's built-in survey engine — works with any stack.
Weekly Pulse
AI-aggregated weekly summary across Deltek Ajera project data, ready for PM review and portal publication.
Market Conditions
Powered by FRED economic data and the AIA Billings Index — works with any stack.
How it connects
Three steps. Minutes, not months.
Authorize with one click
Connect your Deltek Ajera account securely. No technical setup, no credential sharing.
ProLens reads your data
We look at your projects, time entries, invoices, AR data, employees, and project resource plans. We never write, edit, or delete anything.
Your dashboard populates
First data appears in minutes. AI insights start generating on day one.
Works well with
Pair it up. Cover more ground.
These connections fill the gaps and turn partial widgets into full ones across your stack.
Security
Read-only by design.
- ProLens is read-only. We never write to your Deltek Ajera.
- Your credentials are encrypted with AES-256.
- Data appears on your screen, then disappears. Nothing is permanently stored.
- Every data access is logged in your audit trail.
FAQ
Deltek Ajera integration questions.
Does ProLens ever write to my Deltek Ajera account?
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Deltek Ajera account.
What data does ProLens access?
ProLens reads your projects, time entries, invoices, AR data, employees, and project resource plans. We never read passwords, private notes, or anything outside the data needed to populate your dashboard widgets.
How often does data refresh?
Every 15 minutes automatically. The data you see on your dashboard is held only long enough to display it, then erased.
What is a PSA?
Platforms like Deltek Ajera, along with others like Deltek and Harvest, are sometimes referred to as PSA (Professional Services Automation) tools in the industry. We call them project management tools throughout this site so the jargon does not get in the way.
Do I need ODBC for Ajera?
Some advanced resource-forecast detail comes through Ajera's ODBC layer for the most complete view. Core widgets work without it. Adding QuickBooks Online fills any remaining financial gaps without ODBC.